Senores Pharmaceuticals Limited — Investor Meet, 22-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Senores Pharma has announced a board meeting to approve the financial results for the quarter and half-year.

FY25 consolidated revenue surged 91% YoY to INR410 Cr, driven by 69% growth in regulated markets (INR245 Cr) and 1704% in emerging markets (INR121 Cr). EBITDA jumped 145% to INR102 Cr with margin expanding 540 bps to 25%. PAT rose 86% to INR59 Cr.

The regulated market portfolio expanded to 61 ANDAs with 22 commercialized products; plans include 31 ANDA and 23 CDMO-CMO launches in FY26. The CDMO-CMO pipeline has 69 products, supported by US FDA-approved manufacturing. Emerging markets aim for 650+ products by FY27, targeting mid-double-digit EBITDA margins.

Management targets 50%+ revenue growth and 100% PAT growth in FY26, with INR250 Cr capex focused on oral solids capacity and new sites. Working capital improved with receivables down from 228 to 108 days. Domestic branded generics margins are improving via mix optimization without extra capex.

Confident tone on growth, portfolio expansion, margins, and inorganic opportunities continues.